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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
451
Vident Advisory
Georgia
$269K -$75.1K -1,264 -22%
IGAM
452
iA Global Asset Management
Quebec, Canada
$266K +$266K +4,476 New
SPC
453
Sigma Planning Corp
Michigan
$265K -$50.5K -849 -16%
GAM
454
Griffin Asset Management
New York
$265K +$265K +4,450 New
SGI
455
Summit Global Investments
Utah
$263K -$1.31M -22,079 -83%
AG
456
Algert Global
California
$263K -$232K -3,900 -47%
ARC
457
Advisor Resource Council
Texas
$258K +$258K +4,332 New
GC
458
GFG Capital
Florida
$257K +$257K +4,325 New
DG
459
DMC Group
Alabama
$257K +$257K +4,320 New
BM
460
Brandywine Managers
Delaware
$250K +$250K +4,211 New
GLA
461
Good Life Advisors
Pennsylvania
$248K +$248K +4,174 New
SOW
462
State of Wyoming
Wyoming
$246K +$246K +4,131 New
US Bancorp
463
US Bancorp
Minnesota
$241K -$123K -2,070 -34%
LNC
464
Lincoln National Corp
Pennsylvania
$240K +$240K +4,039 New
CMF
465
Counterpoint Mutual Funds
California
$238K -$107K -1,799 -31%
AWM
466
Aviso Wealth Management
Washington
$236K +$236K +3,978 New
Lido Advisors
467
Lido Advisors
California
$235K -$77.6K -1,305 -25%
DF
468
Donoghue Forlines
Massachusetts
$234K +$234K +3,938 New
CCM
469
Chiron Capital Management
Florida
$232K +$232K +3,900 New
I
470
InceptionR
California
$230K -$220K -3,705 -49%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$228K -$11.7K -196 -5%
LG
472
LaFleur & Godfrey
Michigan
$228K +$228K +3,829 New
IWM
473
IHT Wealth Management
Illinois
$227K +$227K +3,812 New
AIM
474
Aspen Investment Management
Michigan
$226K +$226K +3,800 New
AWM
475
Apollon Wealth Management
South Carolina
$224K -$78.7K -1,323 -26%
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